05/29/2013
Switzerland Still Favorite Banking Hub
"I think clients have been coming around for a while. I would tell you that in the last few years we've seen market by market clients moving to the new paradigm
Wealth and Asset Management
05/29/2013
Three Shades of HighTower
a Chicago-based hybrid broker/dealer and registered investment advisor, has grown at a nice clip under its philosophy of “promoting choice at every level.”
05/28/2013
Coutts to overhaul famous home
The move reflected falling visits to branches as clients do more banking online
05/28/2013
Leading Swiss private banking group establishes subsidiary in Bahrain
The renowned Swiss private bank with origins dating back to 1890
05/28/2013
Brewin Dolphin looks to accelerate growth with £40m share placing
Wealth manager Brewin Dolphin has revealed plans to raise about £40 million through a share placing after reporting a 26 per cent increase in profits for the first half of its financial year.
05/28/2013
Middle East's affluent pursue wealth creation
Wealthy investors in the Middle East are drawn
05/28/2013
Futurestep chosen for BNY Mellon sales hires in North America
Talent and recruitment solutions firm Futurestep has been engaged to fill up to 100 new positions across North America
05/28/2013
Lloyds sells international private banking arm to UBP
The transaction, carried out with the support of Caurus Partners and MilleniumAssociates AG, remains subject to the requisite regulatory approvals being completed.
05/28/2013
Bank Sarasin focuses on continuity in sustainable asset management
Announces some key appointments of experienced professionals in its Asset Management, Products & Sales division.
05/28/2013
Recruiting Trends for 2013
Competition for top financial advisory talent has stayed strong, but the kinds of advisors interested in moving has changed
05/28/2013
Odey Up 25%
The London-based hedge fund's performance is made all the more impressive as its European Fund rose 24.1% in 2012
05/28/2013
Deutsche Bank’s Sal. Oppenheim to cut more than third of jobs
The bank, which caters to ultra-rich Germans, said in a statement it would cut up to 330 jobs out of a total of 870 by the end of 2014.
05/27/2013
Canada’s executive compensation practices have come a long way
What some people don’t realize is that executive compensation tends to be the single largest expense an organization might incur.
05/27/2013
New Shariah-compliant funds target HNW's and family offices
The funds are targeted at institutions, high net worth individuals, family offices, and qualified distributors wishing to invest in a socially responsible manner, while complying with Shariah principles.
05/27/2013
Death of a prominent private wealth manager shakes Texas investors
A spokesman said in a statement that following Mr. Powell's death, the fund-management company has become "aware of unusual transactions Mr. Powell seems to have conducted personally outside of his work for Atlantic Trust."
05/27/2013
Julius Baer starts transfer of Merrill Lynch’s wealth management business in HK, Singapore
The transfer of the businesses in Hong Kong and Singapore to Julius Baer’s existing entities is expected to double the Bank’s assets under management in Asia, thereby significantly strengthening Julius Baer’s already strong position in t
05/27/2013
Ashburton targets private wealth and family offices with launch of Africa Equity Opportunities Fund
Africa Equity Opportunities Fund to be the first Ashburton UCITS fund
05/27/2013
Kleinwort Benson could be back on market as hedgies turn on parent
RHJ has seen around 80% of its value wiped out
05/27/2013
Santander confirms plans for asset management sale
Exploring the possibility of incorporating investors to its asset management division
05/27/2013
Pictet to Lombard Odier Win Clients Amid Swiss Secrecy Crackdown
They are adding client assets faster than their biggest rivals